A no-obligation diagnostic across 12 dimensions of your operation. You get a written report, a scorecard, and your three biggest opportunities — quantified in dollars. It costs about four hours of your team’s time and nothing else.
No sales pitch. No obligation. Limited to 2 businesses per month.
Somewhere between 28% and 42% of your call volume is a handful of repeatable intents — “where is my order,” balance inquiries, claims status. Your agents answer them all day. Your IVR frustrates callers into pressing 0. And your legacy telephony contract renews itself every year because nobody has time to build the business case against it.
You suspect AI and cloud could fix this. But vendor demos aren’t analysis, and the big consultancies won’t return your call for less than a seven-figure engagement.
We evaluate your operation across 12 dimensions:
Four concrete deliverables — yours to keep, whoever you hire.
Where you stand today, rated against mid-market benchmarks.
The specific automations, deflections, or process changes with the biggest payback — with dollar estimates.
What to do first, what it takes, and what it’s worth.
We walk your leadership through the findings and answer everything.
A 45-minute kickoff, two or three short stakeholder interviews, and a data request — reports you already have, no system access required.
We dig into your volumes, intents, IVR flows, tech stack, and cost structure. Your time required: roughly zero.
We benchmark you against industry standards and model the ROI of your top opportunities.
You get the written report and a one-hour executive readout.
Total time investment from your team: about 4 hours across 30 days.
ExecuteCX modernizes mid-market contact centers on Amazon Connect and automates the work — both customer-facing and behind the scenes — so agents handle exceptions, not transactions. Founder-led, AI-fluent, and accountable for outcomes.
Because it’s the fastest way for both of us to find out whether there’s work worth doing together. If the assessment finds real money, we’ll propose how to capture it — and you can hire us, take the roadmap to another firm, or do it in-house. The report is yours either way.
Businesses with 10–200+ contact center agents in retail and e-commerce, financial services — banks, credit unions, lenders — and insurance. If you’re running legacy on-prem telephony or an aging cloud setup and wondering what AI can actually do for you, you’re exactly who this is built for.
Not a fit: enterprises with 1,000+ agents mid-RFP with a Big 4 firm, or teams under 10 agents — we’ll point you to self-serve resources instead.
We cap active assessments at two so each one gets real analysis, not a template. Request yours and we’ll schedule a 15-minute fit call within two business days.